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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Joshua Mathias AIF®

Partner/Financial Advisor

(602) 345-9668

Joshua has been in the investment and financial services industry since 2000. Building upon his previous experience as Market Director for a global asset management company, Joshua is passionate about sharing his experiences and knowledge to provide comprehensive financial planning for his clients in their different stages of life.

Throughout Joshua’s work in the financial industry, he has always felt that service and communication are the most important pillars to success. His unique ability to listen, analyze, and communicate is crucial to providing this commitment to each client.

Coming from the country’s Midwest, Joshua’s strong family values and roots are carried over into his “treat every client as family” approach. He is pleased to have called Chandler home since July of 2010. Joshua enjoys traveling globally with his wife, Kate, and their three children, Chase, Carter, and Jillian.

Joshua is a six-time Division I All-American in Men’s Swimming at the University of Nebraska – Lincoln. Joshua also earned an All – Academic Team Award. He was a 2000 Olympic Trial Qualifier. Joshua likes to be involved in his community, and coached Valley High School Swim Team to a state championship in 2004, where he was named High School Coach of the Year.

Designations, Education & Registrations

  • Earned the designation of Accredited Investment Fiduciary (AIF®)
  • Series 7 – General Securities Representative Registration
  • Series 63 – Uniform Securities Agent State Law Registration
  • Series 65 – Uniform Investment Advisor Law Examination
  • Series 24 – General Securities Principal Examination
  • Life, Health, and Annuity License
  • Former Market Director, Principal Global Asset Management 2010-2023
  • Graduated University of Nebraska – Lincoln May 2000

Catherine Harris

Financial Advisor


Catherine is a second-generation financial advisor with a passion for securing intergenerational financial stability. Specializing in education planning, insurance, and debt management, she guides families towards prosperous futures. Committed to staying ahead in financial technology and innovation, Catherine is a dedicated advocate for informed financial decisions. 
Catherine possesses a strong focus on empowering women to take control of their financial destinies. As a prominent figure on the board of Women in Insurance and Financial Planning in Phoenix, Catherine plays an instrumental role in driving positive change. Her advocacy extends beyond her professional endeavors, as she strives to create a supportive community where women can thrive and prosper.   

Catherine’s commitment to ongoing learning and professional development is evident as she pursues her masters in finance, further enriching her capacity to guide her clients effectively. Her approach of “empowering clients with education to further their financial goals” is evident in her business dealings, partnering and implementing guidance, support, and a deep understanding of each client’s unique aspirations. 

As a native Arizonan, Catherine enjoys being involved in the community she calls home, paddle boarding, traveling, and spending time with family and friends. Her innate passion for helping people secure their financial futures led her to transitioning from her initial path into the world of finance, where she found her true calling.    

Designations, Education & Registrations 

  • Series 7 – General Securities Representative Registration 
  • Series 66 – Uniform Combined State Law Exam 
  • Life, Health, and Annuity License 
  • Board Member of Women in Insurance and Financial Services Phoenix Chapter 
  • Graduated from Northern Arizona University